Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,673 | $111,535-77.0% | $105,223-75.6% | $137,256-81.3% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.0%-45.6pp | 80.0%-50.5pp |
| Annual return | 19.32% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $895 | $3,939-77.3% | $3,689-75.7% | $4,156-78.5% |
| Participant deferral / active EE | $935 | $5,500-83.0% | $5,072-81.6% | $6,407-85.4% |
| Admin fee / account holder | $19 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |